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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
351
Bartlett & Co
Ohio
$69K – – –
HIIFS
352
Harel Insurance Investments & Financial Services
Israel
$69K +$39K +3,000 +150%
TJHA
353
Thomas J. Herzfeld Advisors
Florida
$59K -$22K -1,690 -31%
MA
354
MUFG Americas
New York
$58K – – –
BL
355
Balentine LLC
Georgia
$57K +$53.5K +4,115 New
CWP
356
CFM Wealth Partners
Texas
$52K – – –
GFPC
357
Global Financial Private Capital
Florida
$50K +$1.62K +125 +4%
GWM
358
Geneos Wealth Management
Colorado
$46K -$25.9K -1,995 -37%
BCA
359
Berman Capital Advisors
Georgia
$45K +$13.3K +1,025 +45%
JIR
360
James Investment Research
Ohio
$42K -$143K -11,025 -79%
TL
361
TrueWealth LLC
Georgia
$40K +$8.51K +655 +29%
CCM
362
Covington Capital Management
California
$38K +$36.1K +2,780 New
HGWM
363
Harvest Group Wealth Management
Massachusetts
$37K +$13K +1,000 +58%
SIAS
364
Shine Investment Advisory Services
Colorado
$37K +$22.7K +1,745 +189%
AWM
365
Apollon Wealth Management
South Carolina
$37K +$34.5K +2,655 New
GRP
366
Global Retirement Partners
California
$36K +$34K +2,620 New
SPIA
367
Steward Partners Investment Advisory
New York
$34K +$9.49K +730 +41%
CFA
368
Carroll Financial Associates
North Carolina
$33K -$5.98K -460 -16%
OAJ
369
Ogorek Anthony Joseph
New York
$33K – – –
WT
370
Whittier Trust
California
$31K – – –
FHA
371
First Horizon Advisors
Tennessee
$31K +$21.4K +1,645 +259%
AF
372
Allworth Financial
California
$28K +$13K +1,000 +98%
POIA
373
Pin Oak Investment Advisors
Texas
$26K – – –
SSB
374
Sandy Spring Bank
Maryland
$24K +$16.2K +1,250 +250%
FRA
375
Front Row Advisors
California
$23K -$2.34K -180 -10%
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